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Enterprise AI Suite: The Enterprise AI Agent Platform for Your ERP, CRM and Service Desk

AI agents across ERP, CRM & ITSMDashboards, reports & approved updatesScheduled automationsCloud, VPC or on-prem

In short

Enterprise AI Suite is an enterprise AI agent platform from AI Anytime. It connects ten enterprise systems (SAP S/4HANA, Oracle Fusion ERP, Salesforce, HubSpot, Microsoft Dynamics 365, ServiceNow, Jira, Confluence, monday.com and Workday) into one data model, and lets teams hand off tasks in plain language. Its AI agents carry the work out: they analyse records across systems, build live dashboards and PDF reports, propose record updates that wait for human approval, and run recurring work as scheduled automations. Roles, per-role data scopes, guardrails against prompt injection and a full audit trail keep it governed, and it runs as a managed cloud service or privately in your VPC or on-premises.

Tasks, not chat

Hand off work in plain language. Results arrive as things you can use: action cards, live dashboards beside the chat, PDF reports and record updates.

Understands your business language

A knowledge layer maps terms like “key account”, “P1” and “AR” to exact filters, and headline numbers come from certified metric definitions.

Cross-system by design

One data model and a relationship map link a customer to its tickets, deals and invoices, even when they live in different vendors’ systems.

Governed and approved

Roles and per-role data scopes decide what people and agents can see. Every change an agent proposes waits for a person’s approval, and everything is logged.

Key facts

Vertical
AI Anytime Products
For
Operations, finance (AR/AP), sales, support and delivery teams at mid-size and large enterprises
Price
Plans for teams and enterprises · talk to sales

Product tour

Put AI agents to work across your enterprise systems.

Hand off a task in plain language. Agents analyse records across systems, build live dashboards and PDF reports, propose updates for your approval, and keep running on a schedule.

Enterprise AI Suite · sample data

Shown with realistic sample data (fictional companies and people).

Connectors for the systems you already run

  • SAP S/4HANAERP
  • Oracle Fusion ERPERP
  • SalesforceCRM
  • HubSpotCRM
  • Microsoft Dynamics 365CRM
  • ServiceNowITSM
  • JiraWork management
  • monday.comWork management
  • ConfluenceKnowledge
  • WorkdayHR

How it works

Connect, understand, act, automate.

  1. 01

    Connect

    Connect SAP, Salesforce, ServiceNow, Jira and more — or start with sample data across all ten systems. Credentials are encrypted.

  2. 02

    Understand

    Everything lands in one common data model. A knowledge layer learns your terms (“key account”, “P1”, “AR”) and certified metrics.

  3. 03

    Act

    Hand off a task in plain language. Agents use tools, split big jobs across parallel sub-agents, and ask for approval before any change.

  4. 04

    Automate

    Turn any recurring task into a schedule on a visual canvas, with a step-by-step history of every run.

Use cases

AI agents for finance, sales, support and delivery teams.

Support & ITSM

AI agents for IT service management

  • “Triage today’s urgent tickets and assign an owner to each by product.”
  • “Every weekday at 9 AM, summarise urgent open tickets and notify the team.”

Finance (AR/AP)

AI agents for accounts receivable and payable

  • “Group overdue invoices over $50k by counterparty and draft collection priorities.”
  • “Reconcile SAP payables against Oracle purchase orders and flag mismatches.”

Sales leadership

AI pipeline analysis for Salesforce and HubSpot

  • “Build an executive dashboard from our Q3 sales pipeline.”
  • “Compare deals in negotiation by owner and flag the risky ones.”

Customer success

Cross-system account health

  • “Which enterprise customers have an open renewal and a P1 incident this week?”
  • “Compare support load, open pipeline and overdue receivables for key accounts.”

Delivery & agile

AI for Jira project status reports

  • “Find blocked Jira work on at-risk projects and draft an unblock plan for each.”
  • “Every weekday at 10, check for blocked tasks and suggest how to unblock them.”

Executives

AI dashboards and weekly briefings

  • “Live KPI dashboards across every connected system.”
  • “A weekly PDF briefing on where the business should focus.”

Features

One agentic AI workspace, built for operations.

Assistant & live dashboards

Multi-step tool use across every connected system. Answers become action cards; dashboards open beside the chat, refresh live, change when you ask, and save as PDF.

Automations

A visual canvas with steps to find records, run an assistant task, check a condition, create a PDF report, notify people (in-app, email, Slack) and update records with approval. Ready-made templates included.

Knowledge layer

Business terms with synonyms, certified metrics such as open pipeline, overdue AR/AP and win rate, a data-source catalogue and a relationship map across systems.

Data explorer & reports

One explorer for every record type, CSV/JSON import with automatic column matching, exports, and PDF reports in your workspace’s logo and colours.

Governance & security

AI agent governance, built in.

Roles decide what people — and the agents working for them — can see and do. Nothing changes in your systems without a person’s approval.

  • Roles (Owner, Admin, Member, Viewer and custom roles) with per-role data scopes by system, record type and field
  • “Only their own records”, hidden amounts and masked personal details
  • Human approval before any agent creates or updates a record
  • Guardrails that stop hidden instructions (prompt injection) in messages, documents and web pages
  • Blocked topics, approval policy, web-search on/off and a “Try it” checker with an event log
  • A full audit trail of every change by people, agents and syncs
  • Credentials and model keys encrypted at rest (AES-256-GCM); customer data never used for training

Deployment

Cloud, private VPC or on-premises.

Managed cloud

Run Enterprise AI Suite as a managed SaaS workspace, ready to connect your systems or start with sample data.

Private deployment

Deploy in your own VPC or on-premises on the Enterprise plan, for data that has to stay inside your environment.

Bring your own models

Use your own keys for the language models, decision models and web search the agents use.

Plans

Start with sample data. Scale when you're ready.

Pro

For teams putting agents to work

  • More connections, seats and automations
  • Bring your own model keys
  • Custom roles
  • Exports

Enterprise

For organisation-wide rollout

  • Unlimited connections, seats and automations
  • Private deployment in your VPC or on-prem
  • Dedicated support
Talk to sales

Ask an AI assistant about Enterprise AI Suite

FAQs

Enterprise AI Suite: FAQs

More answers on the FAQ page, or ask us.

What is Enterprise AI Suite?

Enterprise AI Suite is an enterprise AI agent platform and agentic AI workspace from AI Anytime. It connects your ERP, CRM, service desk, HR and project tools, and lets your team hand off tasks — analysis, dashboards, reports, record updates and scheduled workflows — in plain language.

What is an enterprise AI agent?

An enterprise AI agent is software that carries out multi-step work across a company’s business systems, not just answers questions. In Enterprise AI Suite, agents find the right records in systems like SAP, Salesforce or ServiceNow, analyse them, build dashboards or reports, and propose updates that a person approves.

How do AI agents work with SAP and other ERP systems?

Enterprise AI Suite has connectors for SAP S/4HANA and Oracle Fusion ERP that bring business partners, suppliers, purchase orders, payables and invoices into one data model alongside your CRM and service desk. Agents can then answer cross-system tasks, such as reconciling SAP payables against Oracle purchase orders and flagging mismatches.

Can I connect ChatGPT-style AI to SAP, Salesforce or ServiceNow?

Yes. Enterprise AI Suite connects to SAP S/4HANA, Salesforce and ServiceNow (plus Oracle Fusion ERP, HubSpot, Dynamics 365, Jira, Confluence, monday.com and Workday) and lets you work with that data in plain language. You can bring your own keys for the language models it uses.

Which systems does Enterprise AI Suite integrate with?

SAP S/4HANA, Oracle Fusion ERP, Salesforce, HubSpot, Microsoft Dynamics 365, ServiceNow, Jira, Confluence, monday.com and Workday. Connectors are built on each vendor’s public APIs.

What is the difference between AI agents and RPA?

RPA bots follow fixed, scripted steps and break when screens or rules change. AI agents understand a goal in plain language, decide which records and tools they need, and adapt to the data they find. Enterprise AI Suite keeps the control RPA teams value: approvals before changes, schedules, and a step-by-step history of every run.

Will the AI change our data without asking?

No. Reading data is automatic, but every create or update an agent proposes waits for a person with approval rights. Every change by people, agents and syncs is recorded in an audit trail.

Is Enterprise AI Suite secure for enterprise and financial data?

Credentials and model keys are encrypted at rest (AES-256-GCM). Roles and per-role data scopes are enforced for the interface, the agents, exports and automations, so an agent can only see what the person it works for can see. Customer data is not used to train AI models.

How does it prevent prompt injection?

Guardrails stop hidden instructions in user messages, documents and web pages before the assistant acts on them. Admins can also block topics, set the approval policy, turn web search on or off, and test rules with a built-in checker.

Can AI agents be deployed on-premise or in a private cloud?

Yes. Enterprise AI Suite runs as a managed cloud service, or privately in your own VPC or on-premises on the Enterprise plan.

Can we use our own LLM or API keys?

Yes. Workspaces can bring their own keys for the language models, decision models and web search they use.

Can AI build dashboards and reports from our business data?

Yes. Ask for a dashboard — for example an executive view of your Q3 pipeline or a receivables overview — and it opens live beside the chat. Change it by asking, refresh it, or save it as a PDF report using your workspace’s logo and colours.

Can it automate recurring work, like weekly reports?

Yes. A visual automation canvas turns any recurring task into a schedule written in plain language, such as “every Monday at 8 AM, send leadership a PDF of overdue invoices”. Every run is recorded step by step.

Can AI agents help with accounts receivable and collections?

Yes. Finance teams use it to group overdue invoices by counterparty, draft collection priorities, send scheduled overdue-invoice reports and reconcile payables against purchase orders.

Can we try it without connecting our systems?

Yes. Every workspace can start with realistic sample data across all ten systems, so teams can evaluate it before connecting real credentials.

Is our data used to train AI models?

No. Customer data is not used to train AI models.

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